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Name: Understanding Healthcare costs with Dr. Bill Lloyd
Start: 2023-06-01
End: 2023-06-01
Location: A&I Wealth Management

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Understanding Healthcare costs with Dr. Bill Lloyd

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Video Library

A selection of some of our most recent videos. For more, visit the Investment Advice Videos or our YouTube channel.

2023 Tax Law Changes

Investment advisory services offered through A & I wealth Management, dba A&I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

2023 Tax Law Changes

Investment advisory services offered through A & I wealth Management, ...

2022 3rd quarter investment update featuring Karl Frank, Virginia Wu, Chad Harmon and Judson Cass.

We believe the right way to invest is to diversify by strategy. For ...

Shelly Slocum: Love and Inspiration from Mom

Shelly Slocum, author of an Amazon #1 New Release book, Love and ...

International Investing with Roger Bianco

International investing is full of peril and opportunities. Think all ...

2022 07 13 Compassion and Choices End of Life Planning

Kim Callinan from Compassion and Choices makes it easy and interesting ...

Investing with Composure: Cameron Morgan and Karl Frank

The US stock market entered a bear market, inflation is high and ...

Inflation! How long will it last?

An expert from Doubleline Investments, Ryan Kimmel, discusses where we ...

China: Then and Now - A Journey Through the Decades | A&I Financial Services

Investment advisory services offered through A & I Financial Services ...

Client Access Web Page Introduction | A&I Financial Services

Join Virginia Wu as she guides you quickly through how to get the most ...

Investing and Managing Emotions, Tips from Brandes | A&I Financial Services

Investment advisory services offered through A & I Financial Services ...

A&I Self help: How to set up two factor authentication with Axos Advisor Services

Investment advisory services offered through A & I Financial Services ...

2022 Investment Outlook Zoominar | A&I Financial Services

Check out our latest Zoominar on 2022 Investment Outlook from Karl ...

10 Paying for College Hacks with Cameron | A&I Financial Services

Investment advisory services offered through A & I Financial Services ...

2021 11 17 TaxTips 2021 | A&I Financial Services

Learn from the experts with the end of year Tax Tips Zoominar! Join ...

2021 09 23 Stef Deters Estate Planning | A&I Financial Services

Learn about estate planning with Stef Deters, attorney at law. Learn ...

Dementia 101 in 2021 with JJ Jordan | A&I Financial Services

Join Chad Harmon and JJ Jordan with Dementia Friendly Denver. She ...

2 Minutes on AXOS Acquisition of E*TRADE Advisor Services | A&I Financial Services

Everything you need to know about how the acquisition of E*TRADE ...

Asset Protection with the Expert Network Team 5/18/2021 | A&I Financial Services

Learn from the expert network team in a podcast or an online movie. ...

Asset Protection Expert Network Team Panel | A&I Financial Services

Learn from the expert network team in this movie. Karl Frank, Nathan ...

What is the Return on the News? Athena Invest | A&I Financial Services

The topics discussed in this webinar are for general financial ...

2021 02 12 Lunch and Learn Uncharted Waters | A&I Financial Services

Francois Giguere CFP® and Marla Mason CFP® speak to Bret Eberhardt ...

Francois Giguere CFP® and Marla Mason CFP® speak to Bret Eberhardt about the uncharted waters of 2021. They explain what our experts believe will impact the economy as Covid-19 ends ...and the economy unlocks over the coming months. They will also spend some time talking about changes made last year with the SECURE Act and what this means going forward. What does the new administration say are their goals and what do our experts say about how this will affect the economy and your investments. They will look at it in a way that is not political. They will discuss beginning 2021 and the drama with the news and with our investments, including COVID-19, another impeachment, the Capitol attack, and the craziness with Reddit and Gamestop stock. They discuss today’s in a historical perspective, including when Democrats controlled both Congress and the White House. When has the market done well? What does the Democratic control mean for our investments in the next two years? See one of Marla’s favorite charts, describing the risks to our investments when a particular political party is in office. Gain some insight from some of the announced changes under the Biden administration. These changes include the Biden Rescue Plan, Biden Recovery Plan, 2021 Budget Reconciliation, Student debt relief, relaxed trade with China, $15 minimum wage, increased immigration, tax increases on people who earn more than $400,000 per year, rejoining the Paris Climate Accord, and increased national debt. Learn from our experts about the “pent up demand” among consumers around the world, and how this may help our economy and what companies we think will benefit. What about the trade war with China? Will things actually improve, or will the strains on relations increase with some of the political unrest? What will our international investments do about this? What will happen to the US dollar? How do we mitigate the effects of a trade war with China on our international investments? Learn about a unique opportunity within China—of all places—and see if that might be of interest to you. Learn about three pillars of the Biden recovery plan: infrastructure, environment (and clean energy) and healthcare. Learn about some of the tax proposal—and there are a lot of potential taxes. These include a higher marginal income tax rate, a higher corporate tax rate, a reduction in the 401k retirement plan deduction, change the lower long-term capital gains tax rates to match the same rates as the ordinary income tax rates. Biden wants to cap itemized deductions to 27% for those making $400,000 or more. Biden proposes increasing taxes on Social Security. For inheritors, Biden wants to reduce the estate taxes down to $5 million from $11.87 million and eliminate the step up in value upon death. Finally, corporate tax rates will be a minimum of 15% rate if they have profits of at least $100 million. Learn about the new rules for inheritors, enacted after the SECURE Act, and how quickly you must spend an inherited retirement account. Learn about risks of inheriting a retirement account in a trust—this is a new tax threat from the Secure Act. Learn about required minimum distributions (RMDs) and a new strategy that may help you save and delay your taxes as you start your RMD. Learn about the economic impacts and our forecasts for this year and the years upcoming. We expect certain areas of the economy to benefit, including environmental and climate related industries. Learn about the threats to technology companies, think regulations, and a threat for all companies—think inflation. Learn about the consensus forecasts for this year. Listen as Marla discusses the good, the bad and the ugly news about Federal Debt. Learn about several leading economic indicators and how some of them are better than others at providing a hint about where the economy is going. Some of these include weekly hours manufacturing, durable goods orders, stock prices, manufacturing orders and building permits. Learn about secondary leading indicators like weekly unemployment claims, consumer expectations, leading credit index, the ISM index and interest rate spreads. Learn about what to pay attention to with phrases you have heard about, like GDP: Gross Domestic Product, unemployment, inventories, retail sales, housing starts. Marl and Francois will wrap it up with a story about history, and what we have learned. Nothing stays the same, perspective matters and communication is key.

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

Which IRA to Choose? Traditional vs Roth IRA - Differences & Which is Better Explained

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2021 January Investment Market Commentary | A&I Financial Services

Karl Frank CFP® from A&I Financial Services LLC describes our current ...

Self Care Now More than Ever! Dr. Lisa Brenner gives us great and actionable advice to stay healthy

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Holiday Video 2020 | A&I Financial Services

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Latest Podcasts

Listen to all Podcasts

March 21, 2023
Episode 74: How Rising Interest Rates affect Advanced Financial Plans
Karl Frank, CFP and Jeff Krommendyk, ask Nathan Merrill about how rising interest rates affect advanced financial planning tools that he recommends.What is happening with...
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March 7, 2023
Episode 73: 2023 Tax Law Changes for Business Owners and Other Employers
Karl Frank, CFP and Nathan Merrill discuss the tax law changes that are most likely to affect business owners and other employers. At the end...
Read More
February 21, 2023
Episode 72: 2023 Tax Law Changes for Individuals and Families
At the end of 2022, Congress passed more than 90 changes to the tax laws. This podcast will cover the biggest changes that affect the...
Read More

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Understanding Healthcare costs with Dr. Bill Lloyd

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Video Library

2023 Tax Law Changes

Latest Podcasts

Episode 74: How Rising Interest Rates affect Advanced Financial Plans

Episode 73: 2023 Tax Law Changes for Business Owners and Other Employers

Episode 72: 2023 Tax Law Changes for Individuals and Families

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